Start with a complete assignment
Check incoming documents against your intake list and surface gaps before the job goes into the field.
Your business Process servers
Take on more assignments. Spend less time reporting on them.
Your clients want prompt acknowledgment and a clear account of what happened. We connect intake, assignment emails, and field notes so your office can deliver that service without rebuilding the same records and updates every day.
Get your working demo One hour together. A working demo within a day.Example workflowSee what changes
See what changes
when the work keeps moving.
A law office sends a new assignment while you're in the field on another serve.
- 1
Acknowledge receipt and collect the instructions, attachments, address, and stated dates in one assignment record.
- 2
Flag missing information for your team to confirm requirements, deadlines, and acceptance.
- 3
Use your recorded field notes to draft the next client update for review.
Your client gets an acknowledgment and a checked progress update without you rewriting the assignment history.
An example of the workflow we can build, using your tools and service standards.
More business.
Less work between the work.
We choose the right starting point, handle setup,
and help your team put it to work.
Make status updates part of the job
Turn recorded attempts and field notes into factual client updates your team can check and send.
Keep law-office relationships responsive
Group correspondence by assignment and flag unanswered requests so clients aren't left chasing your office.
A plan for your business.
People to make it happen.
Work directly with Adam and Seth to find where you can win more customers, take pressure off your team, and spend less time chasing the next step. We bring the advice and handle the build.
We serve North, Central and South Florida, plus Central and Northern New Jersey, New York City, and Rockland and Westchester counties. You don’t need to figure out AI first. Tell us what you want the business to do next.
See how we work